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Vistra Energy shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Vistra Energy (VST) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Vistra Energy

Tip: Access up to 7 years of quarterly data

All positions including Vistra Energy held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vistra Energy by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $211k 1.8k 118.54
2023-09-30 $207k 6.2k 33.18

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Cef Muni Income (XMPT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
United Parcel Service CL B (UPS)

View all positions for Aurum Wealth Management Group

Top funds holding Vistra Energy

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Lone Pine Capital
Morgan Stanley
Invesco
Susquehanna International
Dimensional Fund Advisors
Citadel Advisors
Massachusetts Financial Services
Bank of America Corporation
Franklin Resources
Third Point

View all funds holding Vistra Energy